The growth of the life settlement industry is having a tremendous impact on financial advisors and planners. Advisors benefit from life settlements by continuing in their role as a trusted variety and in a variety of other ways, including:
- Earn additional revenue by facilitating the sale of a client's policy or recommending the purchase of additional life insurance with funds obtained from the sale of the original policy
- Capture assets under management through the sale of a client's policy
Provada assists planners by:
- Being the back office settlement solution providing technical, compliance, and sales support
- Providing a variety of marketing materials including PowerPoint presentations, flyers, email marketing and more
- Offering a streamlined process that taps into more than 40 institutional funding sources
Contact us to learn more about Provada's solutions for financial advisors including our customized Private Label Program. |
